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Full-time
Customer Service Executive
on 2020-07-28 113 views

Involve in supporting new business and on-going client services

Finexis Advisory (HK) Ltd

Finexis Advisory (HK) Ltd members View more

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What we do

An insurance broker in Hong Kong who pride ourselves in providing a welcoming, energetic, supportive and trustable environment for those who work in our company.

We provide a path to success for those who want it, get it and have the capacity to achieve it. Our people form the company's backbone, and their growth is of primary importance to us.

If you want rapid career progression and take charge of your future while working alongside leaders in a fast-growth environment, begin your journey with us.

Why we do

We focus on developing you into our future generation of leaders. With intensive on-the-job training and opportunities to take up challenges, you would be on track to a high flying career.

Should you make the grade, you can expect opportunities to be a department head or even part of our core management team within a few years.

How we do

We believe that when we focus on our people's growth, the company will grow. Every talent is valued and treasured, and we develop and nurture every aspiring individual to their fullest potential.

Our belief in growing from within has helped us become one of the largest independently owned financial advisory firms while remaining a close-knit company.

As a new team member

Responsibilities
• Supporting client on-boarding process including preparation of client proposals, Know Your Client process, product presentation, case follow-up, etc.
• Maintaining relationships with clients and partners
• Handling enquiries from clients and partners
• Continuous follow-up such as client reminders, regular review, etc.
• Familiarizing with product information and relevant materials
• Liaising with Insurance companies on clients’ issue
• Facilitating other ad-hoc assignments

Requirements
• Recognized diploma or University graduates in any disciplines
• Young and vibrant, detail-minded, well-organized, responsible and good interpersonal skills
• Prior working experience, 3 years in insurance industry
• Must have IIQE license
• Good command in both written and spoken English and Mandarin
• Proficient in MS Office applications (Words, Power point, Excel, etc.)

What we offer
Attractive package + Annual Bonus
Accelerated career growth
Medical and dental insurance cover, annual leave
Work life balance culture
Work Type: Permanent, Full time
Location: Hong Kong (Tsim Sha Tsui)

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Company info
Finexis Advisory (HK) Ltd
  • Founded on 2010/03
  • 20 members
  • 801 Ocean Centre, 5 Canton Road, Tsim Sha Tsui, Kowloon, Hong Kong
  • Involve in supporting new business and on-going client services
    Finexis Advisory (HK) Ltd